INSIGHTS
Chris Martin Quoted in Cleveland Jewish News
For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody [...]
Blake Rudy Quoted in U.S. News & World Report
Investors are pouring into ETFs due to their many advantages, but it’s important to be mindful of the fee structures before investing. In a recent U.S. News & World Report article, Associate Wealth Manager Blake Rudy shares his insights on cost-efficient investing and paying attention to expense ratios. [...]
Turning Unused 529 Funds into a Retirement Win
By: Vince DiGiacomo Imagine saving diligently for your child’s college education, only to watch them earn a full scholarship or choose a different path entirely, leaving a heap of unused funds trapped inside of a 529 College Savings Account and staring down the barrel of taxes [...]
Market Commentary 4/30/2025
By: Matt Garrott The S&P 500 was down slightly in April at -0.76%. Bonds rose 0.39%. If you haven’t been paying attention to the news, congratulations, it was a quiet month. Don’t read the rest of this commentary. To borrow a zombie apocalypse movie trope, if [...]
Mark Weiskind Named to 2025 Forbes Best-In-State Advisors List
INDEPENDENCE, Ohio. (April 16, 2025) – Fairway Wealth Management is proud to announce that Mark Weiskind, CFP®, CPA/PFS, President and Co-Founder, has been ranked No. 27 on the 2025 Forbes Best-In-State Wealth Advisors list for Ohio. The annual ranking, developed by Forbes in partnership with SHOOK Research, recognizes [...]
Brian Tullio Quoted in MarketWatch
Tax Day is almost here. With just a few days to go, there are still steps you can take to get prepared, from filing extensions to maximizing deductions. Wealth Manager Brian Tullio shared some advice with MarketWatch on what to do now for those who haven’t filed yet. [...]